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NWLI

National Western Life Group, Inc. Class A

Delisted

NWLI was delisted on the 8th of July, 2024.

106 hedge funds and large institutions have $911M invested in National Western Life Group, Inc. Class A in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

8% more funds holding

Funds holding: 98106 (+8)

7% more capital invested

Capital invested by funds: $852M → $911M (+$59M)

3% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 36

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
106
Holders Change
+8
Holders Change %
+8.16%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
14
Increased
37
Reduced
36
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
26
Westport Asset Management
Connecticut
$3.69M
RA
27
Royce & Associates
New York
$3.67M +$82.9K +266 +2%
BIP
28
Brandes Investment Partners
California
$3.53M -$431K -1,381 -11%
FC
29
FCA Corp
Texas
$3.51M +$23.7K +76 +0.7%
Deutsche Bank
30
Deutsche Bank
Germany
$3.26M +$2.84M +9,118 +833%
Boston Partners
31
Boston Partners
Massachusetts
$2.6M -$516K -1,654 -17%
PPA
32
Parametric Portfolio Associates
Washington
$2.58M +$948K +3,042 +60%
AllianceBernstein
33
AllianceBernstein
Tennessee
$2.57M -$31.2K -100 -1%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$2.24M -$249K -800 -10%
ACP
35
Aviance Capital Partners
Florida
$2.19M -$425K -1,363 -17%
Acadian Asset Management
36
Acadian Asset Management
Massachusetts
$2.18M -$454K -1,455 -18%
Invesco
37
Invesco
Georgia
$2.13M -$59.6K -191 -3%
ZCM
38
Zebra Capital Management
Connecticut
$2M +$169K +541 +9%
TCIM
39
TIAA CREF Investment Management
New York
$1.92M +$55.2K +177 +3%
Los Angeles Capital Management
40
Los Angeles Capital Management
California
$1.92M +$284K +910 +18%
AG
41
Aperio Group
California
$1.9M +$644K +2,067 +53%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$1.84M -$349K -1,118 -16%
First Trust Advisors
43
First Trust Advisors
Illinois
$1.75M +$1.71M +5,473 New
OSAM
44
O'Shaughnessy Asset Management
Connecticut
$1.74M +$15.3K +49 +0.9%
Bank of America
45
Bank of America
North Carolina
$1.67M -$724K -2,321 -31%
American Century Companies
46
American Century Companies
Missouri
$1.66M -$286K -918 -15%
MAM
47
Martingale Asset Management
Massachusetts
$1.62M -$15.6K -50 -1%
Morgan Stanley
48
Morgan Stanley
New York
$1.6M -$232K -745 -13%
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$1.6M
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$1.29M -$125K -400 -9%

NWLI Hedge Fund Activity: Q2 2017 in Review

106 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q2 2017, worth a combined $911M — up 6.9% from $852M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NWLI positions and 6 closed out — a net gain of 8 holders — while 37 added to existing stakes and 36 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $4.55M. The largest seller was Ameriprise, cutting an estimated $3.24M.

  • 106 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q2 2017, up from 98 in Q1 2017.
  • Funds reported $911M of National Western Life Group, Inc. Class A stock for Q2 2017, up 6.9% quarter-over-quarter.
  • 14 funds opened new National Western Life Group, Inc. Class A positions in Q2 2017 and 6 closed out, a net change of +8 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q2 2017 was Renaissance Technologies, an estimated $4.55M added.
  • The largest National Western Life Group, Inc. Class A seller in Q2 2017 was Ameriprise, an estimated $3.24M sold.

Based on aggregated 13F filings for Q2 2017.